Manulife Financial | CASL: What it means for Advisors

By the end of this session, you will be able to:

Describe CASL and how it impacts financial advisors and their support staff
Identify commercial electronic messages (CEMs) and available exemptions
Explain how to request permission to send CEMs to clients and prospects
Describe how to send CASL compliant CEMs and how to maintain effective records and distribution lists